AE Wealth Management LLC AAPL Holdings History
AE Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 1.69 Mil shares of Apple Inc(AAPL), totaling $376.36 Mil. This investment constitutes 3.16% of their stock portfolio, and AE Wealth Management LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 24 purchases of AAPL, at an average price of $112.80, for a total of 3.68 Mil shares. In addition, there have been 3 sales at an average price of $183.37 for 1.98 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, AE Wealth Management LLC's estimated gain on his AAPL holdings is $306.68 Mil, reflecting a 73.91% gain to date.
AE Wealth Management LLC AAPL ($211.18) Holding Chart
AE Wealth Management LLC AAPL ($211.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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